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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,355 | $150,447-10.0% | $136,298-0.7% | $147,586-8.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 20.01% | 1049.15%-1029.1pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,086 | $5,256-79.3% | $4,696-76.9% | $4,876-77.7% |
| Participant deferral / active EE | $1,286 | $6,631-80.6% | $6,247-79.4% | $5,439-76.4% |
| Admin fee / account holder | $2,816 | $10,906-74.2% | $9,244-69.5% | $10,886-74.1% |